Assets by plan
Share of aggregate retirement assets
Filings through .
Berkel & Company Contractors, Inc.
EIN 48-0650969constructionLatest filing 2025
Plans
7
Retirement
2
$152.4M assets
Health & Benefits
5
$700K premiums
Participants
3,136
2649 SOUTH 142ND STREET - BONNER SPRINGS, KS 66012913-422-5125berkelandcompany.comLinkedIn201-500 employeesconstruction
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $152.4M assets / 1,203 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $700K premiums / 1,566 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$256K
- Other$167K
- Life$156K
- Long-term disability$121K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BERKEL & COMPANY CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$110.0M
Participants600
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BERKEL & COMPANY CONTRACTORS, INC. DEFERRED WAGE RETIREMENT TRUST
401(k)
Assets$42.5M
Participants603
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
BERKEL & COMPANY CONTRACTORS INC. SHORT TERM DISABILITY
Fully insured - STANDARD INSURANCE COMPANY
Premiums$256K
Covered lives389
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
BERKEL & COMPANY CONTRACTORS, INC. ACCIDENTAL DEATH
Fully insured - STANDARD INSURANCE COMPANY
Premiums$167K
Covered lives394
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
BERKEL & COMPANY CONTRACTORS, INC. GROUP LIFE INSURANCE PLAN
Fully insured - STANDARD INSURANCE COMPANY
Premiums$156K
Covered lives394
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
BERKEL & COMPANY CONTRACTORS, INC. LONG TERM DISABILITY PLAN
Fully insured - STANDARD INSURANCE COMPANY
Premiums$121K
Covered lives389
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
BERKEL HEALTH & DENTAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BERKEL & COMPANY CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $110.0M | 600 | 2025 |
| #002 | BERKEL & COMPANY CONTRACTORS, INC. DEFERRED WAGE RETIREMENT TRUST | 401(k) | $42.5M | 603 | 2025 |
- #001 · ESOP · 2025600
- #002 · 401(k) · 2025603
Health & Benefits plans
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | BERKEL & COMPANY CONTRACTORS INC. SHORT TERM DISABILITY | Fully insured | STANDARD INSURANCE COMPANY | $256K | 389 | 2025 |
| #506 | BERKEL & COMPANY CONTRACTORS, INC. ACCIDENTAL DEATH | Fully insured | STANDARD INSURANCE COMPANY | $167K | 394 | 2025 |
| #504 | BERKEL & COMPANY CONTRACTORS, INC. GROUP LIFE INSURANCE PLAN | Fully insured | STANDARD INSURANCE COMPANY | $156K | 394 | 2025 |
| #503 | BERKEL & COMPANY CONTRACTORS, INC. LONG TERM DISABILITY PLAN | Fully insured | STANDARD INSURANCE COMPANY | $121K | 389 | 2025 |
| #502 | BERKEL HEALTH & DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #505 · Fully insured · STANDARD INSURANCE COMPANY · 2025389
- #506 · Fully insured · STANDARD INSURANCE COMPANY · 2025394
- #504 · Fully insured · STANDARD INSURANCE COMPANY · 2025394
- #503 · Fully insured · STANDARD INSURANCE COMPANY · 2025389
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans